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ClientBook

CI Status

ClientBook is an application for insurance agents to manage client contacts, optimized for use with just a keyboard, but still offering a graphical interface for ease of viewing of client contacts. The purpose of ClientBook is to help insurance agents who can type fast to accomplish their client management tasks faster than traditional applications.

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Ui

  • Example usages:
    • Insurance agents can easily manage (add, search, edit, delete) their client's contacts in this application.
    • Insurance agents can include their clients' insurance portfolio ID as well as a URL to the document itself in their clients' contact profile.
    • Insurance agents can lock ClientBook to prevent unauthorized access to their clients' information.
  • For the detailed documentation of this application, see our User Guide.
  • For the detailed documentation of this project, see our Developer Guide.

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Contributors

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